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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,542 hedge funds and large institutions have $20.4B invested in Schwab US Dividend Equity ETF in 2024 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 660 increasing their positions, 549 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,542
Holders Change
-13
Holders Change %
-0.84%
% of All Funds
22.43%
Holding in Top 10
224
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-3.03%
% of All Funds
3.26%
New
105
Increased
660
Reduced
549
Closed
98
Calls
$116M
Puts
$54M
Net Calls
+$61.9M
Net Calls Change
-$38.6M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$759M
2
SLI
Sumitomo Life Insurance
Japan
+$199M
3
AAS
Avantax Advisory Services
Texas
+$38.6M
4
Bank of America
Bank of America
North Carolina
+$30M
5
AF
Allworth Financial
California
+$28.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$181M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$78.8M
3
Osaic Holdings
Osaic Holdings
Arizona
-$64.2M
4
Ameriprise
Ameriprise
Minnesota
-$43.2M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$35.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
651
Gladstone Institutional Advisory
Florida
$2.34M +$108K +4,182 +5%
CW
652
CreativeOne Wealth
Kansas
$2.33M -$565K -21,792 -20%
RFA
653
Register Financial Advisors
Georgia
$2.32M +$242K +9,345 +12%
FWM
654
FMA Wealth Management
Massachusetts
$2.32M +$467 +18 +0%
AL
655
ACAS LLC
California
$2.32M -$50.1K -1,821 -2%
GWWM
656
Great Waters Wealth Management
Minnesota
$2.32M -$56.4K -2,175 -2%
BAM
657
Berkshire Asset Management
Pennsylvania
$2.31M +$24.6K +948 +1%
CA
658
Crewe Advisors
Utah
$2.29M +$37.8K +1,458 +2%
AWM
659
Aprio Wealth Management
Georgia
$2.28M -$164K -6,333 -7%
OIM
660
Opus Investment Management
Massachusetts
$2.28M +$138K +5,325 +6%
BBPWM
661
Blue Bell Private Wealth Management
Pennsylvania
$2.27M +$744K +28,686 +49%
PTC
662
Private Trust Company
Ohio
$2.26M +$160K +6,165 +8%
CFO
663
Collective Family Office
Pennsylvania
$2.26M +$56.4K +2,175 +3%
TAM
664
Titleist Asset Management
Texas
$2.25M -$45.2K -1,743 -2%
MCM
665
Mengis Capital Management
Oregon
$2.22M +$9.41K +363 +0.4%
WKSWA
666
White Knight Strategic Wealth Advisors
New Jersey
$2.21M +$62.5K +2,412 +3%
LOIM
667
Liberty One Investment Management
Illinois
$2.2M -$150K -5,793 -6%
GIA
668
Guyasuta Investment Advisors
Pennsylvania
$2.19M – – –
GCA
669
Genesee Capital Advisors
New York
$2.19M +$760K +29,334 +53%
CWA
670
Clearview Wealth Advisors
Oregon
$2.16M -$1.8M -69,573 -45%
FNBOMD
671
First National Bank of Mount Dora
Florida
$2.14M – – –
BTWM
672
Brass Tax Wealth Management
Ohio
$2.14M +$1.54M +59,355 +257%
GA
673
Greytown Advisors
Florida
$2.1M – – –
RWP
674
Revolve Wealth Partners
New Jersey
$2.1M -$10.3K -399 -0.5%
LA
675
Legacy Advisors
Pennsylvania
$2.09M – – –
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